UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218B
AUM Growth
-$11.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,153
New
Increased
Reduced
Closed

Top Buys

1
+$425M
2
+$375M
3
+$264M
4
AMD icon
Advanced Micro Devices
AMD
+$216M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$205M

Top Sells

1
+$523M
2
+$455M
3
+$382M
4
MSFT icon
Microsoft
MSFT
+$350M
5
UNH icon
UnitedHealth
UNH
+$320M

Sector Composition

1 Technology 16.51%
2 Financials 8.9%
3 Healthcare 8.35%
4 Consumer Discretionary 6.66%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$108M 0.04%
1,585,230
-228,315
352
$108M 0.04%
1,793,020
+70,315
353
$108M 0.04%
2,348,860
-129,444
354
$108M 0.04%
460,663
+44,021
355
$108M 0.04%
419,798
+27,066
356
$107M 0.04%
3,758,249
+3,758,180
357
$107M 0.04%
6,363,876
+1,557,412
358
$107M 0.04%
1,122,692
-43,011
359
$106M 0.04%
1,534,907
+28,189
360
$106M 0.04%
761,684
-127,713
361
$105M 0.04%
2,421,460
+216,582
362
$104M 0.04%
1,621,876
+172,922
363
$104M 0.04%
2,203,709
+135,488
364
$104M 0.04%
1,373,771
+402,477
365
$103M 0.04%
2,958,232
+124,434
366
$103M 0.04%
8,260,825
-2,106,175
367
$103M 0.04%
993,012
+256,471
368
$102M 0.04%
2,132,425
-295,753
369
$100M 0.03%
218,240
-9,249
370
$100M 0.03%
1,073,338
+126,531
371
$99.9M 0.03%
4,425,497
+977,639
372
$99.5M 0.03%
3,612,691
-27,150
373
$99.4M 0.03%
3,369,038
+124,210
374
$99M 0.03%
2,370,293
-3,449,865
375
$98.8M 0.03%
1,106,937
-12,598
13 14
15
16 17